Strategic asset allocation

Asset mix Benchmark % Permitted range %
Overseas shares 39.5 20 - 50%
Australian shares 36.5 20 - 50%
Private Markets 10.0 0 - 20%
Property 7.0 0 - 20%
Infrastructure 4.0 0 - 20%
Cash 3.0 0 - 20%
Created with Highcharts 7.2.2Overseas sharesAustralian sharesPrivate MarketsPropertyInfrastructureCash

The Trustee may adjust the asset mix or vary the investment strategy from time to time.

Performance

Created with Highcharts 7.2.2Year ending 30 JuneReturns (%)2015201620172018201920202021202220232024-5%0%5%10%15%20%25%

Historic annual returns

Year ending 30 June

2024
10.8%
2023
11.5%
2022
-2.8%
2021
22.8%
2020
-1.6%

Compound returns (per annum)

to 28 February

3 years
9.2%
5 years
9.4%
7 years
8.5%
10 years
8.3%

Please refer to the disclaimers and assumptions below.